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Showing results 241-250 of 306
Article

How to choose a financial advisor

…CIRO is a self-regulatory organization that oversees all investment dealers, mutual fund dealers and trading activity on Canada’s debt and equity marketplaces. FP Canada FP Canada is a not-for-profit industry group that develops, promotes and enforces professional…

4 min read
Article

Managing your finances solo

…are likely to be higher, including rent or mortgage, utilities, or car payments. The same goes for many discretionary expenses like travel accommodations. Tracking where your money goes each month…

4 min read
Article

Choosing an RESP provider

The company that sets up your RESP is called the plan provider or promoter. RESPs from a financial institution — like a bank, trust company, credit union, caisses populaires or…

2 min read
Article

Annuity options and your payments

…payments are locked in. You can’t change them for any reason. Your regular payments are locked in. It’s worth shopping around to compare annuity rates. Five tips to consider when…

5 min read
Article

Seniors and tax

…spouse or common-law partner: income that qualifies – sources that are eligible for the pension income amount. income that doesn’t qualify – Old Age Security (OAS) and Canada Pension Plan…

3 min read
Article

What is life insurance and how much do you need?

…your estate as the beneficiary. Your estate will pay probate fees on the insurance proceeds, but it gives your estate cash that can be used right away to help cover estate…

10 min read
Article

Income trusts

…of income trusts available to investors. 4 types of income trust Royalty trust – companies related to energy products Real Estate Investment Trust (REIT) – companies that own or operate…

1 min read
Article

Choosing a robo-advisor

Comparing services Compare different services to decide whether online investment advisers can meet your investment needs, particularly if you are comfortable with online interactions but not with investing completely on…

2 min read
Article

Flow-through shares

…to pay a sales commission to your adviser and fees charged by the portfolio manager. 3 key risks Offered by new, small companies – These companies are often in the…

2 min read
Showing results 241-250 of 306